Palantir's Moat Just Turned Into An Indispensable Fortress (Rating Upgrade)
Summary
- Palantir’s strong moat and ontology-driven approach position it as a key player in the tech space.
- Its partnership with Google Cloud expands Palantir’s influence as a "toll bridge" for SaaS companies seeking government contracts.
- Increased US-China tensions are likely to boost demand for Palantir’s services in national security and AI.
- Palantir’s role as critical infrastructure for government tech is becoming more valuable amid global geopolitical shifts.
- I am upgrading PLTR to a buy from my previous hold rating, owing to the improved dynamics observed.
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